A detailed history of Schechter Investment Advisors, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 35,365 shares of SMFG stock, worth $504,658. This represents 0.04% of its overall portfolio holdings.

Number of Shares
35,365
Previous 35,145 0.63%
Holding current value
$504,658
Previous $471,000 5.31%
% of portfolio
0.04%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$11.38 - $14.48 $2,503 - $3,185
220 Added 0.63%
35,365 $446,000
Q2 2024

Aug 12, 2024

BUY
$11.1 - $13.41 $17,160 - $20,731
1,546 Added 4.6%
35,145 $471,000
Q1 2024

May 06, 2024

BUY
$9.6 - $12.33 $31,094 - $39,936
3,239 Added 10.67%
33,599 $395,000
Q4 2023

Jan 17, 2024

SELL
$9.05 - $10.15 $383,249 - $429,832
-42,348 Reduced 58.24%
30,360 $293,000
Q3 2023

Nov 06, 2023

BUY
$8.56 - $10.35 $17,282 - $20,896
2,019 Added 2.86%
72,708 $716,000
Q2 2023

Jul 26, 2023

SELL
$7.84 - $8.63 $5,103 - $5,618
-651 Reduced 0.91%
70,689 $607,000
Q1 2023

Apr 28, 2023

SELL
$7.66 - $9.03 $146,535 - $172,743
-19,130 Reduced 21.15%
71,340 $570,000
Q4 2022

Feb 13, 2023

SELL
$5.39 - $8.05 $7,934 - $11,849
-1,472 Reduced 1.6%
90,470 $725,000
Q3 2022

Nov 04, 2022

BUY
$5.5 - $31.5 $107,228 - $614,124
19,496 Added 26.91%
91,942 $506,000
Q2 2022

Nov 03, 2022

BUY
$5.74 - $6.41 $415,840 - $464,378
72,446 New
72,446 $428,000
Q1 2022

Nov 18, 2022

SELL
$6.27 - $7.7 $94,896 - $116,539
-15,135 Reduced 16.46%
76,807 $482,000
Q4 2021

Dec 27, 2022

SELL
$6.47 - $7.04 $86,154 - $93,744
-13,316 Reduced 14.48%
78,626 $534,000

Others Institutions Holding SMFG

About SUMITOMO MITSUI FINANCIAL GROUP, INC.


  • Ticker SMFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 6,856,130,048
  • Market Cap $97.8B
  • Description
  • Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides commercial banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Market...
More about SMFG
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